Stone House Investment Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Sell |
515
-57
| -10% | -$3.93K | 0.01% | 178 |
|
|
2025
Q1 | $38.8K | Buy |
+572
| New | +$38.8K | 0.01% | 162 |
|
|
2024
Q4 | – | Sell |
-436
| Closed | -$27.4K | – | 125 |
|
|
2024
Q3 | $27.4K | Sell |
436
-116
| -21% | -$7.29K | 0.01% | 157 |
|
|
2024
Q2 | $32.6K | Sell |
552
-219
| -28% | -$12.9K | 0.01% | 154 |
|
|
2024
Q1 | $61.5K | Buy |
+771
| New | +$61.5K | 0.01% | 110 |
|
|
2023
Q3 | – | Sell |
-26
| Closed | -$1.81K | – | 345 |
|
|
2023
Q2 | $1.81K | Buy |
+26
| New | +$1.81K | ﹤0.01% | 274 |
|